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Old 03-21-2024, 03:11 PM
  #1551  
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Originally Posted by GoodJet
Hopefully, he'll stop making economic predictions.
Just took a significant short position in COIN today. I think I’m doing just fine, but thanks for checking on me.
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Old 03-21-2024, 03:15 PM
  #1552  
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So pretty much no hiring for the rest of the year...
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Old 03-21-2024, 03:43 PM
  #1553  
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Originally Posted by ShyGuy
So pretty much no hiring for the rest of the year...
I posted that 2 months ago and everyone on here laughed at me. I still think there is a strong possibility of downgrades this fall. Load factor down almost 6 points, yield almost 8.
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Old 03-21-2024, 03:48 PM
  #1554  
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Originally Posted by OTZeagle1
Load factor down almost 6 points, yield almost 8.
That $150 million that Boeing gave Alaska isn't nearly enough.
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Old 03-21-2024, 03:48 PM
  #1555  
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Originally Posted by OTZeagle1
I posted that 2 months ago and everyone on here laughed at me. I still think there is a strong possibility of downgrades this fall. Load factor down almost 6 points, yield almost 8.
World's smartest airline. Zero pilot hiring with 23 scheduled deliveries this year. About to get in to long haul through HA acquisition. What could possibly go wrong?

And, best of all, geniuses like otzeagle1 to lead the way.

Cheers - Rob.
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Old 03-21-2024, 04:09 PM
  #1556  
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Originally Posted by rballan
World's smartest airline. Zero pilot hiring with 23 scheduled deliveries this year. About to get in to long haul through HA acquisition. What could possibly go wrong?

And, best of all, geniuses like otzeagle1 to lead the way.

Cheers - Rob.
3450 pilots…. Between PBS and single fleet, we need about 9% fewer pilots, 310 pilots. 23 deliveries x 12.5 pilots per plane= 288 pilots. If a recession starts mid Q2 like AS is planning, we probably dump 6-15 older NG’s over the next 18 months. If the merger goes through, we will consolidate in a recession and grow out the back end. That would be another flush hand by a management you detest. I don’t know, maybe better to be lucky than good. If everything goes managements way, we hire 500 a year starting in 2026.
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Old 03-21-2024, 04:11 PM
  #1557  
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Originally Posted by OTZeagle1
3450 pilots…. Between PBS and single fleet, we need about 9% fewer pilots, 310 pilots. 23 deliveries x 12.5 pilots per plane= 288 pilots. If a recession starts mid Q2 like AS is planning, we probably dump 6-15 older NG’s over the next 18 months. If the merger goes through, we will consolidate in a recession and grow out the back end. That would be another flush hand by a management you detest. I don’t know, maybe better to be lucky than good. If everything goes managements way, we hire 500 a year starting in 2026.
Oh the recession is finally here? Must be election season again.
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Old 03-21-2024, 04:57 PM
  #1558  
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Originally Posted by ReluctantEskimo
Oh the recession is finally here? Must be election season again.
Haven’t had a real recession in more than 16 years. I guess basic economics have forever changed. Your right with a more then 18 month inverted yield curve and near full employment, smart money would be on a super exuberant bull run. Trust CNBC, they are just trying to make you money. Masking saves lives too. Trust your government, I mean if you knew where the gold was all hidden, surely you would draw a map and share with everyone. Reluctant, you are about to share a lot of your money with me… thanks.
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Old 03-21-2024, 04:58 PM
  #1559  
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Originally Posted by OTZeagle1
Haven’t had a real recession in more than 16 years. I guess basic economics have forever changed. Your right with a more then 18 month inverted yield curve and near full employment, smart money would be on a super exuberant bull run. Trust CNBC, they are just trying to make you money. Masking saves lives too. Trust your government, I mean if you knew where the gold was all hidden, surely you would draw a map and share with everyone. Reluctant, you are about to share a lot of your money with me… thanks.
Is it 2020 again? 2022? You could set your clock to Alaska Pilots panic mode.
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Old 03-22-2024, 11:52 AM
  #1560  
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Originally Posted by ReluctantEskimo
Oh the recession is finally here? Must be election season again.
Oh no!, the recession is back. Guess it's time to start JCBA negotiations.
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